Brandywine Oak Private Wealth’s Automatic Data Processing ADP Stock Holding History

Brandywine Oak Private Wealth’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	1,232 -100	-8%	-$21.4K	0.02%	206
2026 Q1	$271K	Sell	1,332 -114	-8%	-$26.1K	0.02%	200
2025 Q4	$372K	Buy	1,446 +2	+0.1%	+$532	0.03%	172
2025 Q3	$424K	Buy	1,444 +10	+0.7%	+$3.01K	0.04%	165
2025 Q2	$442K	Sell	1,434 -14	-1%	-$4.3K	0.04%	156
2025 Q1	$442K	Sell	1,448 -10	-0.7%	-$3.02K	0.04%	155
2024 Q4	$427K	Sell	1,458 -22	-1%	-$6.5K	0.04%	159
2024 Q3	$410K	Buy	1,480 +43	+3%	+$11.2K	0.04%	166
2024 Q2	$343K	Hold	1,437	–	–	0.04%	181
2024 Q1	$359K	Buy	1,437 +116	+9%	+$28.3K	0.04%	178
2023 Q4	$308K	Sell	1,321 -23	-2%	-$5.36K	0.03%	187
2023 Q3	$323K	Hold	1,344	–	–	0.04%	179
2023 Q2	$295K	Sell	1,344 -1,561	-54%	-$337K	0.03%	199
2023 Q1	$647K	Buy	2,905 +912	+46%	+$206K	0.08%	133
2022 Q4	$476K	Buy	1,993 +4	+0.2%	+$982	0.06%	159
2022 Q3	$450K	Sell	1,989 -971	-33%	-$229K	0.06%	164
2022 Q2	$621K	Buy	2,960 +776	+36%	+$170K	0.08%	147
2022 Q1	$496K	Sell	2,184 -190	-8%	-$40.7K	0.06%	193
2021 Q4	$585K	Sell	2,374 -8	-0.3%	-$1.81K	0.06%	187
2021 Q3	$476K	Buy	2,382 +135	+6%	+$27.8K	0.06%	199
2021 Q2	$446K	Buy	2,247 +505	+29%	+$98.1K	0.05%	202
2021 Q1	$328K	Sell	1,742 -17	-1%	-$2.95K	0.05%	187
2020 Q4	$310K	Sell	1,759 -62	-3%	-$10.2K	0.05%	189
2020 Q3	$254K	Sell	1,821 -935	-34%	-$131K	0.04%	210
2020 Q2	$410K	Buy	2,756 +1,164	+73%	+$167K	0.07%	154
2020 Q1	$217K	Sell	1,592 -8	-0.5%	-$1.29K	0.04%	197
2019 Q4	$272K	Sell	1,600 -129	-7%	-$21.4K	0.05%	192
2019 Q3	$279K	Buy	1,729 +9	+0.5%	+$1.49K	0.05%	174
2019 Q2	$284K	Buy	1,720 +23	+1%	+$3.74K	0.06%	166
2019 Q1	$271K	Buy	1,697 +13	+0.8%	+$1.89K	0.06%	178
2018 Q4	$220K	Buy	+1,684	New	+$238K	0.05%	190

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Brandywine Oak Private Wealth's ADP Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Automatic Data Processing (ADP) stake by 7.5% in Q2 2026, selling an estimated $21.4K and leaving 1,232 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #206.

Brandywine Oak Private Wealth first reported a position in ADP in Q4 2018 and has held it in 31 quarters since. The position peaked at $647K in Q1 2023. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Brandywine Oak Private Wealth held 1,232 shares of Automatic Data Processing worth $276K as of Q2 2026.
Brandywine Oak Private Wealth sold 100 Automatic Data Processing shares in Q2 2026, an estimated $21.4K.
Automatic Data Processing made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #206 holding.
Brandywine Oak Private Wealth first reported a position in Automatic Data Processing in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Automatic Data Processing position peaked at $647K in Q1 2023.
1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.